Analyze Project Exceptions

Explanation

This activity describes how to analyze project exceptions. The analysis aims to detect problems which the activity or its connected objects might have at the time of the evaluation, and includes:

• Checking if the activity budget has been exceeded.
• Checking if critical deliveries and work can be achieved on time.
• Evaluating the progress and need date of the activity connected objects.

To help with the above analysis, the following conditions are automatically presented as an Activity Exception:

• Resource planning has un-spread hours or missing price
• Committed + Used Cost exceed Planned Cost
• Committed + Used Hours exceed Planned Hours
• Connected orders that are planned/due to be executed late

The Gantt chart gives a visual help to analyze activity exceptions. It is possible to:

• View activities with exceptions.
• View time-critical objects connected to an activity, making it easy to determine if any such connected object has a need or required date that fall outside the activity's early start and early finish dates. The objects that can be seen in the Gantt chart are Purchase Order line, Shop Order, Work Order and DOP Header.

Prerequisites

N/A

System Effects

N/A

Window

Project Navigator/Connections
Activity/Connections
Gantt
Project Exceptions
Activity Exceptions

Related Window Descriptions

Project Navigator/Connections
Activity/Connections
Project Connections
Gantt
Project Exceptions
Activity Exceptions

Procedure

Analyze activity connected objects in the Project Navigator/Activity/Connections tab:

1. Select the desired activity.
2. Select each object connection line.
3. Observe the cost and progress information for each object.
4. Alternatively in the Project Navigator/Activity/Cost, Hours and Revenue tabs, select the desired rows, right-click and click the Project Connections menu option to view the relevant records in the Project Connections window.

Analyze activity connected objects in the Gantt window:

1. Observe if there is a warning triangle to the left of an activity, indicating that there is a exception for that activity.
2. To view the exception details, right-click the activity bar and select the menu option Activity Exceptions.
3. In the Gantt window, select an activity with connected objects. Right-click and select the Show Activity Connections menu option.
4. Time-critical objects (Purchase Order line, Shop Order, Work Order and DOP Header) connected to the activity will be indicated by icons or bars in the Gantt chart.
5. To view details of a particular object, right-click the icon and select the relevant menu option. I.e. Purchase Order Line, Shop Order, Work Order or DOP Header.

Analyze activity connected objects in either the Project Exceptions or the Activity Exceptions window:

1. Query the project.
2. Go to the relevant tabs and evaluate the records.

Analyze activity connected objects in the Project Connections window:

1. Query the desired records to be analyzed. For example, it is possible to query a project ID, specific activities, object types or project cost elements.
2. Observe the costs (estimated, planned, baseline, planned committed, committed, used and actual) per connected object and per project cost element.